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Kyle D

Series 63, Series 65

Scottsdale, AZ

Wells Fargo Advisors

Kyle Decker is a financial advisor with Wells Fargo Advisors in Scottsdale, AZ, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with Wells Fargo Advisors or affiliated entities since 2009. Outside of his advisory work, Decker is involved in local networking groups and serves in leadership roles within community organizations. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and fee-based financial planning services. The firm provides tailored recommendations supported by proprietary research and planning tools, integrating advisory services with banking and other financial product offerings.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Christopher L

Series 63, Series 66

Scottsdale, AZ

Wells Fargo Advisors

Christopher Loucks is a financial advisor at Wells Fargo Advisors with Series 63 and Series 66 licenses and two years of industry experience. His work history includes roles at Wells Fargo Advisors since 2024, as well as positions at DoorDash and Charles Schwab. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients, offering a broad range of financial planning services including retirement, education, risk management, and specialized planning for business transitions and other client needs. The firm uses proprietary research and planning tools to develop tailored recommendations, with implementation through various brokerage or advisory programs offered as optional.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Maximilian K

Series 63, Series 65

Scottsdale, AZ

Wells Fargo Advisors

Maximilian Kendall is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and two years of industry experience. His prior roles include positions at Equitable Advisors, Ensign Advisory Partners, Cetera Advisor Networks, and Thrivent Financial. Before entering the financial industry, he spent ten years working in education at California Lutheran University, Utah Valley University, and Pinnacle High School. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with a broad range of investment and financial planning services. The firm offers tailored recommendations using proprietary research and planning tools, addressing areas such as retirement, education, risk management, and niche planning needs.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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